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Heron Financial Group’s Biogen BIIB Stock Holding History

Heron Financial Group’s Portfolio BIIB Stock Details BIIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$497K Buy
1,745
+35
+2% +$10.4K 0.27% 84
2023
Q1 		$475K Buy
1,710
+11
+0.6% +$3.04K 0.26% 81
2022
Q4 		$461K Hold
1,699
– – 0.31% 72
2022
Q3 		$454K Sell
1,699
-210
-11% -$44.6K 0.28% 78
2022
Q2 		$389K Buy
1,909
+230
+14% +$47K 0.24% 88
2022
Q1 		$354K Sell
1,679
-90
-5% -$19.6K 0.18% 102
2021
Q4 		$406K Sell
1,769
-48
-3% -$12.3K 0.22% 92
2021
Q3 		$514K Hold
1,817
– – 0.29% 74
2021
Q2 		$629K Hold
1,817
– – 0.36% 64
2021
Q1 		$506K Hold
1,817
– – 0.31% 74
2020
Q4 		$455K Buy
1,817
+10
+0.6% +$2.58K 0.31% 73
2020
Q3 		$514K Sell
1,807
-45
-2% -$12.6K 0.41% 64
2020
Q2 		$516K Buy
1,852
+18
+1% +$5.41K 0.46% 53
2020
Q1 		$612K Sell
1,834
-54
-3% -$16.4K 0.63% 43
2019
Q4 		$627K Buy
+1,888
New +$524K 0.52% 50

Other funds holding BIIB

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Heron Financial Group's BIIB Position: Q2 2023 in Review

Heron Financial Group increased its Biogen (BIIB) stake by 2% in Q2 2023, buying an estimated $10.4K and bringing the position to 1,745 shares worth $497K. The position accounts for 0.27% of the portfolio, ranked #84.

Heron Financial Group first reported a position in BIIB in Q4 2019 and has held it in 15 quarters since. The position peaked at $629K in Q2 2021. 1,008 funds tracked by Wall St. Rank hold BIIB as of Q2 2023.

  • Heron Financial Group held 1,745 shares of Biogen worth $497K as of Q2 2023.
  • Heron Financial Group bought 35 Biogen shares in Q2 2023, an estimated $10.4K.
  • Biogen made up 0.27% of Heron Financial Group's portfolio in Q2 2023, its #84 holding.
  • Heron Financial Group first reported a position in Biogen in Q4 2019 and has held it in 15 quarters since.
  • Heron Financial Group's Biogen position peaked at $629K in Q2 2021.
  • 1,008 funds tracked by Wall St. Rank held Biogen as of Q2 2023.

Based on Heron Financial Group's 13F filing for Q2 2023, filed 10 Aug 2023.